Kfa Private Wealth Group, Llc
- Regulatory AUM
- $830M
- Discretionary
- $608M
- Clients
- 823
- Avg AUM / client
- $1.0M
- Accounts
- 3,279
- Employees
- 11
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 25, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 585 | $218M | 26.3% |
| High net worth individuals | 229 | $590M | 71.1% |
| Pension and profit sharing plans | 7 | $11.3M | 1.37% |
| Charitable organizations | 2 | $10.2M | 1.23% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Tahirih Justice Center 401(k) Plan Tahirih Justice Center | 2024 |
People (11)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| John Robert Fennig | Managing Member & Chief Compliance Officer | CFP | Oct 2015 (11y) | 75% or more |
| James Patrick Patterson | Registered representative | CFP | Oct 2015 (11y) | |
| Jason Douglas Epps | Registered representative | CFP | Oct 2015 (11y) | |
| Kevin John Deans | Registered representative | Oct 2015 (11y) | ||
| Michael Franklin Rettinger | Registered representative | CFP | Oct 2015 (11y) | |
| Theron Edward Weimer | Registered representative | Oct 2015 (11y) | ||
| Charles Messick Gibbons | Registered representative | Oct 2015 (11y) | ||
| Tricia Lynn Lepofsky | Registered representative | Oct 2020 (6y) | ||
| Daniel Victor Weinstein | Registered representative | CFP | Mar 2022 (4y) | |
| Nicholas Timothy Sullivan | Registered representative | CFP | Nov 2022 (4y) | |
| Lisa Schaefer | Registered representative | Mar 2025 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Tahirih Justice Center 401(k) Plan | Tahirih Justice Center | 69 | $4.6M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/25/2026 | 954 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Fidelity Brokerage Services $809M (97% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 25, 2026.
View current Form ADV (SEC/IAPD) ↗